Ishares Core U.S. Aggregate Bond Etf (AGG) Holdings Lifted by Grubman Wealth Management

Grubman Wealth Management boosted its holdings in shares of Ishares Core U.S. Aggregate Bond Etf (BMV:AGG) by 0.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 100,195 shares of the company’s stock after buying an additional 670 shares during the period. Ishares Core U.S. Aggregate Bond Etf makes up about 7.7% of Grubman Wealth Management’s portfolio, making the stock its 4th largest position. Grubman Wealth Management’s holdings in Ishares Core U.S. Aggregate Bond Etf were worth $10,954,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Patriot Wealth Management Inc. acquired a new position in Ishares Core U.S. Aggregate Bond Etf during the fourth quarter worth $264,000. Confluence Investment Management LLC acquired a new position in Ishares Core U.S. Aggregate Bond Etf during the fourth quarter worth $338,000. First Citizens Bank & Trust Co. acquired a new position in Ishares Core U.S. Aggregate Bond Etf during the fourth quarter worth $566,000. Oak Point Wealth Management acquired a new position in Ishares Core U.S. Aggregate Bond Etf during the fourth quarter worth $3,753,000. Finally, Hefty Wealth Partners raised its holdings in Ishares Core U.S. Aggregate Bond Etf by 57.9% during the fourth quarter. Hefty Wealth Partners now owns 60,745 shares of the company’s stock worth $6,641,000 after buying an additional 22,271 shares during the last quarter.

Ishares Core U.S. Aggregate Bond Etf (AGG) remained flat at $$108.71 on Wednesday. The company’s stock had a trading volume of 17,850 shares, compared to its average volume of 6,790. Ishares Core U.S. Aggregate Bond Etf has a twelve month low of $1,920.01 and a twelve month high of $2,385.50.

The company also recently announced a monthly dividend, which was paid on Thursday, December 28th. Stockholders of record on Friday, December 22nd were issued a $0.0364 dividend. The ex-dividend date was Thursday, December 21st. This represents a $0.44 annualized dividend and a dividend yield of 0.40%.

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Institutional Ownership by Quarter for Ishares Core U.S. Aggregate Bond Etf (BMV:AGG)

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